Locking documents
Lock a booked document or expense so that nobody changes it by mistake.
Step by step
- On an invoice’s detail, open “More” and choose “Lock”. On an expense’s detail, choose “Lock” in its toolbar.
- To lock several at once, tick them in the list and choose “Lock” in the bulk actions bar.
- When exporting for your accountant, turn on “Lock exported” and everything the export takes is locked.
- A locked document shows “Locked by” with the name and the date. You still record its payments, but it cannot be cancelled; a locked expense cannot be edited or deleted.
- Choose “Unlock” in the same place to unlock it. Unlocking someone else’s lock asks first.
Good to know
In “Settings” › “Taxes and accounting” you can turn on “Only the accountant locks and unlocks documents”. Only the owner or an accountant changes this.
A person with the Read only role sees the lock but cannot lock.
Related articles
- Export documents and expensesDocuments or expenses of a period or of a selection, as a file for your accountant or in your accounting program’s format.
- VAT return and control statementThe DPHDP3 and DPHKH1 files for the EPO on the tax portal, made from the issued documents and the recorded expenses by taxable supply date.
- Invite an accounting officeInvite your accountant’s office, and its people export and lock without an invitation for each of them.